$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
0 Employees
28 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2011
- Office Locations
- 1
Office Locations
440 S. Lasalle St., Suite 1822 Chicago IL
About DCO Capital Management LLC
DCO Capital Management is a Chicago-based, founder-led RIA providing asset management, financial planning, and portfolio construction for retail clients. The firm’s managed accounts are predominantly ETF-based with a risk-management orientation. Primary custodian relationships include Charles Schwab; investment decisions are led by CIO/Founder David Cooper Oosterbaan.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$857.1K AVG AUM / CLIENT
14.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Summit legacy Foundation oak Signal Wave atlas Horizon
Custodian
Catalyst harbor Pioneer catalyst Zenith zenith Beacon Prime summit Fusion radial
Investment Themes
Foundation
Investment Vehicles
Crest atlas
Services
Crest Ridge Zenith
Owner & Executives
DAVID COOPER OOSTERBAAN
Chief Investment Officer, Founder, President
- CRD
- #3137071
- Ownership
- 75% or more
(398) 559-9939
optima.eagle@capitalcapital.com
in linkedin.com/in/north-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,000,000
Equity - Exchange:
53.7% Cash:
46.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,416,054,999 | 53.7% |
| Cash | $1,220,918,929 | 46.3% |
| Total | $2,636,973,928 | 100.0% |